+474.0%
KORU vs CNC
+1.2%
+472.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +8.9% |
| 7D | -1.7% | -0.9% | -0.8% | -1.7% |
| 30D | +13.5% | -1.0% | +14.5% | +13.5% |
| 3M | -45.2% | +4.5% | -49.7% | -45.4% |
| 6M | +17.1% | +85.2% | -68.1% | +8.1% |
| YTD | +154.1% | +61.4% | +92.7% | +138.7% |
| 1Y | +375.7% | +94.9% | +280.8% | +336.1% |
| 3Y | +474.0% | 0.0% | +474.0% | +455.0% |
| All | +474.0% | +1.2% | +472.8% | +455.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling